Current Employment Status:
Hired Part Time on May 21, 2026
Operations & Data Specialist | 11 Years in Financial Services
I help businesses stay organized, accurate, and efficient by managing data, reports, and daily operations.
With 11 years in the financial industry, I’ve handled high-volume transactions (401k, loans, withdrawals), supported reporting, and ensured data accuracy in fast-paced environments.
I’m experienced in:
Excel reporting & data management
Administrative support &
Process Improvement and project management
CRM systems (Salesforce)
Microsoft 365 (SharePoint, Power BI, Planner)
Microsoft Office (Word, Excel, PowerPoint)
Google Workspace (Google Docs, Sheets, Slides, Drives)
Detail-oriented, reliable, and proactive—I make sure tasks are completed accurately and on time.
Experience: 10+ years
Experience: 10+ years
Experience: 10+ years
Experience: 5 - 10 years
Experience: 10+ years
Experience: 2 - 5 years
Experience: 10+ years
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